Inspired by a Tweet by Paul Enright

"Great Math + Great Narrative = Consensus Long
Great Hidden Math + Bad Current Narrative = Great Long Thesis
Bad Math + Bad Narrative = Consensus Short
Bad Hidden Math + Great Current Narrative = Great Short Idea"

- Paul Enright

At, we identify the "great hidden math" inside a growing company's media mix to enable faster, more efficient growth.

Gaining an understanding of a high-growth brand's dynamically changing Marginal CAC (customer acquisition cost), CLTV (customer lifetime value), predicted lift, etc., levers by channel are 🔑 to unlocking "great hidden math."

These "hidden" metrics (you won't find them in any ad platform dashboard or web analytics suite) will inevitably become standard... and unlock growth at more sustainable costs. Great hidden math is uncovered on the margins.